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FMO

Fiduciary/Claymore Energy Infrastructure Fund
FMO

Delisted

FMO was delisted on the 4th of March, 2022.

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37 hedge funds and large institutions have $10.3M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

3% less capital invested

Capital invested by funds: $10.6M → $10.3M (-$271K)

3% less funds holding

Funds holding: 38 → 37 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$569K
2
WAM
WNY Asset Management
New York
+$530K
3
QC
Quantedge Capital
Singapore
+$359K
4
Ameriprise
Ameriprise
Minnesota
+$314K
5
WAM
Wolverine Asset Management
Illinois
+$181K

Top Sellers

Rank Fund Capital Flow
1
HAS
HBW Advisory Services
California
-$498K
2
CA
Cornerstone Advisory
Maryland
-$83K
3
OIA
Optimum Investment Advisors
Illinois
-$36.1K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$26.2K
5
SIA
Sit Investment Associates
Minnesota
-$25.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$2K – – –
TC
27
Truvestments Capital
Florida
$2K – – –
IFAM
28
Institutional & Family Asset Management
Colorado
$2K +$33 +3 +2%
CT
29
Caldwell Trust
Florida
$1.06K – – –
CWA
30
Clearview Wealth Advisors
Oregon
$1K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1K – – –
TCM
32
Tradewinds Capital Management
Washington
$1K – – –
WT
33
Whittier Trust
California
$1K – – –
APA
34
American Portfolios Advisors
New York
$117 – – –
HAS
35
HBW Advisory Services
California
– -$498K -39,423 Closed
PGWM
36
Parisi Gray Wealth Management
New Jersey
– -$3K -240 Closed
ASN
37
Advisory Services Network
Georgia
– -$2K -123 Closed
RCM
38
Robinson Capital Management
Michigan
– -$1K -100 Closed
TRCT
39
Tower Research Capital (TRC)
New York
– -$1K -100 Closed
PFBT
40
Parkside Financial Bank & Trust
Missouri
– +$11 +1 +3%
1
2

FMO Hedge Fund Activity: Q3 2021 in Review

37 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q3 2021, worth a combined $10.3M — down 2.6% from $10.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FMO and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 10 added.

The largest buyer was Bank of America, adding an estimated $569K. The largest seller was HBW Advisory Services, exiting entirely with an estimated $498K sold.

  • 37 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q3 2021, down from 38 in Q2 2021.
  • Funds reported $10.3M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 4 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q3 2021 was Bank of America, an estimated $569K added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q3 2021 was HBW Advisory Services, an estimated $498K sold.

Based on aggregated 13F filings for Q3 2021.